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The GPU Daily · #109 · covering Friday 30 October
The physical layer of AI, every day. Here's what moved on Friday 30 October 2026.
In this issue
Top story · HARDWARE
South Korea · ▲ Bullish · 29 Oct 04:15 UTC · Newsroom · 12 sources
Samsung posted a record operating profit of 107.4 trillion won ($80.5 billion) on revenue of 195.3 trillion won ($146 billion) for July-September, its fourth straight record quarter. SK Hynix reported record third-quarter profit a day earlier, and the two together control about two-thirds of the global memory market. Samsung says AI chip demand will outpace supply through 2027, while South Korea's central bank warns the economy is leaning too hard on chips.
Earlier: Samsung profits hit record $80 billion on AI chip demand (8 October)
MARKET MOVES · 9
US · ▲ Bullish · 30 Oct 00:04 UTC · Company/PR
The largest tranches are $4.00bn of 5.55% notes due 2036 and $4.00bn of 6.25% notes due 2056, with the offering expected to close on 4 November 2026.
US · ▼ Bearish · 30 Oct 16:15 UTC · Newsroom · 2 sources
US · ▼ Bearish · 30 Oct 21:52 UTC · Trade press
Blackstone's forecast, reported by the FT, expects credit agencies to rate Anthropic as junk following its IPO.
Earlier: Anthropic's reported $1.5-2 trillion IPO hinges on $300bn revenue by 2029 (29 October)
US · ◆ Neutral · 30 Oct 21:54 UTC · Trade press
TechCrunch reported that Intel's stock crash cut $12B from the US government's stake.
South Korea · ▼ Bearish · 30 Oct 08:30 UTC · Newsroom
China · ◆ Neutral · 30 Oct 05:46 UTC · Trade press
Australia · ▲ Bullish · 30 Oct 01:27 UTC · Trade press
Thirteen lenders, including ANZ, NAB, Westpac and the Clean Energy Finance Corporation, backed financing covering two wind farms, two battery projects and a solar farm.
Global · ◆ Neutral · 30 Oct 21:00 UTC · Trade press
US · ◆ Neutral · 30 Oct 16:03 UTC · Trade press
Shultz says Theranos peaked near $10B at valuation despite its blood tests never working, and Elizabeth Holmes's new firm Haemanthus has reportedly raised about $20M.
NEOCLOUD · 4
India · ▲ Bullish · 30 Oct 08:45 UTC · Newsroom
Global · ▼ Bearish · 29 Oct 14:55 UTC · Company/PR
GPUaaS lists committed B300 pricing at $5.00 to $6.50 per GPU-hour, $1.50 to $2.00 below B200, an inversion of the usual generation gap.
EU · ▲ Bullish · 29 Oct 00:00 UTC · Company/PR
Nebius says SemiAnalysis rated it a Platinum AI cloud provider, the top tier of ClusterMAX 3.0, based on live testing of GB300 and HGX B300 clusters.
Earlier: Nebius opened GPU spot pricing and piloted rebates for idle GPUs (22 October)
Global · ◆ Neutral · 30 Oct 14:23 UTC · Company/PR
Customers can point proxied DNS records at private IPs over existing Cloudflare One connectivity, with WAF, caching and Workers active.
SOFTWARE & AI · 13
US · ▲ Bullish · 30 Oct 20:43 UTC · Company/PR
Bedrock now supports GPT-5.6 Terra and Luna in AWS GovCloud (US), with cross-region inference across both GovCloud Regions.
Global · ◆ Neutral · 29 Oct 00:00 UTC · Company/PR
FlexAI added Llama Guard 4 12B, DeepSeek V4.1 Flash 1017, Qwen3 Reranker 8B and MiniMax-H3 on 22 and 23 October, and a guarded video workflow across all four cost $1.2004 in total.
China · ◆ Neutral · 30 Oct 02:00 UTC · Trade press
Doubao Work added Kimi K3.1 Pro, GLM-5.3 and DeepSeek-V4.1-Flash to team and enterprise plans, billed from existing AI credits.
Global · ◆ Neutral · 28 Oct 16:59 UTC · Company/PR
From 27 October 2026, elephant-1 (9B) costs $0.035 per 1M input tokens and mammoth-1 (27B) costs $0.10 per 1M input tokens.
China · ◆ Neutral · 30 Oct 02:02 UTC · Trade press
Hy-Nomas is an open 8B interactive video world model driven by text and camera inputs, released alongside a 280-case benchmark.
Global · ◆ Neutral · 29 Oct 18:00 UTC · Company/PR
Gemini 4 Argon lists at $2 per 1M input tokens and $10 per 1M output tokens on GMI Cloud, while Nano Banana 2.1 costs $0.041 per 1K image.
US · ◆ Neutral · 30 Oct 19:40 UTC · Company/PR
Kiro agents can now pull real-time internet data with citations, and administrators can disable web search organisation-wide.
Global · ▲ Bullish · 29 Oct 08:00 UTC · Company/PR
Deep learning container images routinely exceed 10 GB, and SOCI-indexed images lazy-load so training jobs start in seconds.
US · ▼ Bearish · 30 Oct 22:56 UTC · Trade press
The founder of Ollie, an assistant that marketed itself on user privacy, says the product will close within a week.
China · ◆ Neutral · 30 Oct 03:32 UTC · Trade press
The feature lets a mobile app view and take over a logged-in desktop in real time, and remote traffic does not use the agent's token quota.
Earlier: Doubao Work and Tencent WorkBuddy add phone control of desktop agents (28 October)
US · ◆ Neutral · 30 Oct 15:00 UTC · Company/PR
The system processes 2.4 terabits per second on NVIDIA RTX PRO 6000 Blackwell GPUs with on-premises inference, and NVIDIA says it achieved real-time AI pulsar detection in the Crab Nebula.
Global · ▼ Bearish · 30 Oct 17:38 UTC · Company/PR
Cloudflare observed about 22,000 attempted TLS handshakes using eMudhra's weak keys in the week after the 19 October 2026 disclosure.
EU · ◆ Neutral · 30 Oct 14:34 UTC · Company/PR
IGenius is developing Europa on JUPITER, and says Domyn Edge, trained on Italy's Leonardo supercomputer, is the best fully open model of its size.
HARDWARE · 9
US · ▼ Bearish · 30 Oct 01:30 UTC · Newsroom
Taiwan · ▲ Bullish · 30 Oct 09:30 UTC · Trade press · 2 sources
China · ▲ Bullish · 30 Oct 05:46 UTC · Trade press
The Hangzhou inference chip developer's round was led by JianTou Investment, following a RMB 1 billion Series C1 in September, with first three chips taped out.
Global · ◆ Neutral · 30 Oct 06:15 UTC · Newsroom
US · ◆ Neutral · 30 Oct 02:00 UTC · Newsroom
Australia · ◆ Neutral · 30 Oct 01:08 UTC · Trade press
SMA unveiled the product at All-Energy Australia 2026 in Melbourne, and it is also aimed at Germany and the UK.
China · ◆ Neutral · 30 Oct 01:59 UTC · Trade press
The X7 Ultra offers 700 TOPS for end-to-end driving models and a production Armv9 automotive CPU.
Australia · ◆ Neutral · 30 Oct 00:07 UTC · Trade press
Australia recorded 276,011 home battery installations in the first half of 2026, up 52% on the previous six months, while average installed size fell from 35.3kWh in April to 26.6kWh in June.
China · ◆ Neutral · 30 Oct 12:59 UTC · Trade press
HYPERSCALER · 10
US · ▲ Bullish · 30 Oct 13:30 UTC · Trade press · 2 sources
Global · ▼ Bearish · 30 Oct 05:15 UTC · Newsroom
Global · ▼ Bearish · 30 Oct 21:17 UTC · Trade press
TechCrunch reported cracks in the AI spending boom.
US · ▲ Bullish · 30 Oct 08:00 UTC · Company/PR
SageMaker AI now splits a single GPU into up to seven isolated partitions on P4d, P5, G7 and G7e instances across seven AWS regions.
US · ▲ Bullish · 29 Oct 17:15 UTC · Trade press · 2 sources
Global · ◆ Neutral · 30 Oct 17:00 UTC · Trade press
Google's Suncatcher prototype satellite is online after launching on a SpaceX Falcon 9, carrying four TPUs of which one runs at a time.
Canada · ▲ Bullish · 27 Oct 08:00 UTC · Company/PR
Canada CRIS routes requests only between ca-central-1 and ca-west-1 (Calgary), keeping inference processing entirely within Canada.
Global · ▼ Bearish · 30 Oct 16:00 UTC · Company/PR
The outage in europe-west across January and February 2026 traced to three bugs in GKE, Private Service Connect and the Linux kernel, and the final fix was a kernel patch.
Global · ◆ Neutral · 30 Oct 16:00 UTC · Company/PR
AI service caps now trigger within minutes using estimated live costs, while Provisioned Throughput requests keep running after a threshold is hit.
China · ◆ Neutral · 30 Oct 02:01 UTC · Trade press
DATA CENTRE · 13
Australia · ◆ Neutral · 30 Oct 03:41 UTC · Trade press
Data Centres Australia counts 163 operating facilities with 1.6 GW of capacity, with 97 more expected by 2030, taking operational capacity to 3.9 GW.
US · ▼ Bearish · 30 Oct 05:00 UTC · Newsroom
Finland · ▼ Bearish · 29 Oct 15:00 UTC · Newsroom · 3 sources
South Korea · ▲ Bullish · 30 Oct 05:15 UTC · Newsroom
US · ◆ Neutral · 30 Oct 18:55 UTC · Trade press
A team from Legacy Investing and Gardner Builders is converting a 1988 Minneapolis data centre into 20 MW of AI infrastructure, with the first 5 MW due in four months.
Canada · ◆ Neutral · 30 Oct 12:00 UTC · Newsroom · 2 sources
Earlier: Nova Scotia's AI data centre is revealed with little prior notice (24 October)
Ireland · ◆ Neutral · 30 Oct 08:45 UTC · Newsroom
US · ◆ Neutral · 30 Oct 20:00 UTC · Trade press
Fortera's planned Ste. Genevieve plant, costing about $150 million and targeted for 2028, will produce 300,000 tons of cement a year from captured waste CO2.
Romania · ◆ Neutral · 30 Oct 13:00 UTC · Trade press
Runware plans 30 MW of capacity per day by 2028 and says it has $1B in committed interest for its Sonic pods, a claim it has not verified.
Australia · ▼ Bearish · 30 Oct 03:00 UTC · Newsroom
US · ◆ Neutral · 29 Oct 22:22 UTC · Company/PR
Earlier: Equinix launches Inference Exchange with NVIDIA and Together AI. (2 September)
Luxembourg · ◆ Neutral · 29 Oct 00:00 UTC · Company/PR
The service pairs EBRAND's X-RAY platform with Datacenter Luxembourg's infrastructure and covers lookalike domains, phishing, fraud and impersonation.
Global · ◆ Neutral · 30 Oct 17:02 UTC · Company/PR
Earlier: Vertiv hosts ten-stop AI Roadshow with NVIDIA on infrastructure design. (22 September)
ENERGY & POWER · 39
US · ▲ Bullish · 30 Oct 12:00 UTC · Trade press
The plan includes 9.2 GW of renewables and 2.3 GW of storage, and Xcel expects to contract 4 GW of new data centres before the end of 2027.
US · ◆ Neutral · 30 Oct 18:12 UTC · Trade press
FERC laid out plans for an environmental assessment of the Entergy pipeline serving Meta's Hyperion data centre in Richland Parish, Louisiana.
US · ◆ Neutral · 30 Oct 11:37 UTC · Trade press
The PJM Interconnection, which covers the Northern Virginia data centre cluster, is the focus of new FERC rulings on grid strain from data centre load.
South Korea · ▲ Bullish · 30 Oct 07:15 UTC · Newsroom
US · ▲ Bullish · 30 Oct 21:06 UTC · Trade press
The DOE is advancing $237 million under Grid SCALED to boost domestic manufacturing of grid components, with concept papers due 20 November.
US · ▲ Bullish · 30 Oct 21:00 UTC · Trade press
The NRC finalised time limits for contested licence hearings of 18, 12 and 6 months across standard, focused and expedited tiers.
US · ◆ Neutral · 30 Oct 00:36 UTC · Trade press
Duke Energy, in a regulatory filing, said it sees broad agreement on key principles for the large load tariff it is preparing for South Carolina.
Earlier: Tech giants press Duke Energy in North Carolina for clean power tariff (15 October)
Australia · ◆ Neutral · 30 Oct 01:30 UTC · Trade press
Victoria opened its 2 GW Gippsland offshore wind auction in August, with contracts expected in 2028 and first power by 2034.
US · ◆ Neutral · 30 Oct 01:05 UTC · Trade press
US · ◆ Neutral · 30 Oct 01:59 UTC · Trade press
S&P Global estimates the US needs 50 GW of dedicated AI capacity by 2030, requiring about $75 billion in cumulative capital on top of utilities' $200 billion annual spend.
Why this matters: The think tank's proposal may shape policy debate, though it is a recommendation rather than a funded programme.
Japan, Canada · ▲ Bullish · 30 Oct 15:39 UTC · Trade press
Nuclear Energy revenue reached ¥65.3B, Energy segment orders rose nearly 50% to ¥1,566.2B, and CFO Tomomi Kato reported no delays in AI-related investment.
Australia · ◆ Neutral · 30 Oct 03:38 UTC · Trade press
The project cut its turbine count from 148 to 126 at the same capacity, implying ratings near 9.5 MW, and pairs with 600 MW of batteries.
US · ◆ Neutral · 29 Oct 23:05 UTC · Trade press
US · ◆ Neutral · 30 Oct 15:52 UTC · Trade press
A Sierra Club analysis projects data-centre-linked tech companies to emit 618 million more metric tons of CO2 by 2030 than in 2025, and DOE closed a $5.1B loan for Alliant Energy gas and storage.
US · ▼ Bearish · 30 Oct 05:00 UTC · Trade press
OBBBA shortened the Section 48E credit window for solar and restricts credits for foreign entities of concern, after a 2025 safe-harbour rush.
US · ▼ Bearish · 30 Oct 16:15 UTC · Trade press
Q3 net sales were $1.23B, down 23% year on year, while net income rose 25% to $571M, and the contracted backlog stands at 44 GW.
US · ◆ Neutral · 30 Oct 14:33 UTC · Trade press
About 3.6 GW of new capacity was offered, mostly gas, while suspensions and retirements removed 2.3 GW.
Croatia · ▲ Bullish · 30 Oct 06:03 UTC · Trade press
KONČAR's sales rose 19.9% to $1,225.8 million, with an order backlog of $3.7 billion, of which $3.09 billion is scheduled for 2027 and beyond.
US · ◆ Neutral · 29 Oct 22:59 UTC · Trade press
Australia · ◆ Neutral · 30 Oct 02:47 UTC · Trade press
Griffith University found a poorly located site's median cash flow fell 19% below a run-of-plant PPA, while a fungible swap supported comparable debt cover.
US · ◆ Neutral · 30 Oct 00:38 UTC · Trade press
Oman · ▲ Bullish · 30 Oct 06:01 UTC · Trade press
Voltamp will invest $52 million in a transformer plant in Sohar Freezone with 5,000 MVA of capacity, with phase 1 due in 2027.
Earlier: Uzbekistan and Voltamp explore high-voltage transformer production (28 October)
US · ◆ Neutral · 30 Oct 16:13 UTC · Trade press
US · ◆ Neutral · 29 Oct 21:21 UTC · Trade press
Westinghouse, Oregon State University and Idaho National Laboratory each received $7 million, the largest individual awards in the programme.
Canada · ◆ Neutral · 30 Oct 01:33 UTC · Trade press
Ontario's grid operator said some implementation options could conflict with existing government policy.
Australia · ◆ Neutral · 30 Oct 01:21 UTC · Trade press
Tesla, speaking at All-Energy Australia 2026, said demand for 8-hour battery energy storage relies on government underwriting and that asymmetric registration can help such projects earn more.
US · ◆ Neutral · 30 Oct 16:52 UTC · Trade press
The 6,000 sq ft expansion adds about 3 MW of on-site generation, battery storage and capacity for electric bus testing, with more than $35M in funding.
US · ▼ Bearish · 30 Oct 15:10 UTC · Trade press
SCE faces about 2,000 lawsuits over the 2025 Eaton Fire and recorded $1.8B in losses as of September 30, 2026.
US · ◆ Neutral · 30 Oct 00:32 UTC · Trade press
South Korea · ◆ Neutral · 30 Oct 10:16 UTC · Trade press
The contract expands a partnership started in 2019 from material preparation to fabrication of components for NuScale's 77 MWe power modules.
US · ◆ Neutral · 30 Oct 10:45 UTC · Trade press
The plant will come online in two 2 GW phases in 2028 and 2029, adjacent to SEG's existing 4 GW and 4.6 GW module facilities.
India · ◆ Neutral · 30 Oct 00:00 UTC · Trade press
India deployed 59.7 million smart metres as of 2026, well short of the 250 million target for 2025, and the scheme has been extended to 2028.
Australia · ◆ Neutral · 30 Oct 04:07 UTC · Trade press
Fox ESS showed Power Beast, which scales to 7.308 MWh on-grid, and says it has installed 4.38 GWh of storage in Australia since May 2025.
US · ◆ Neutral · 29 Oct 22:57 UTC · Trade press
France · ◆ Neutral · 30 Oct 15:01 UTC · Trade press
The Paimboeuf facility is designed to coat over 100,000 cladding tubes a year, with industrial qualification by end-2026 and production targeted for early 2027.
Russia · ◆ Neutral · 30 Oct 11:42 UTC · Trade press
Operators claim gross pollutant emissions in Pevek fell from 11.64 to 2.281 tonnes after the plant took over part of the city's heating load.
India · ◆ Neutral · 30 Oct 08:45 UTC · Trade press
ACME Marigold Urja will supply 400 MW of firm and dispatchable renewable power to NTPC at INR 4.37/kWh from June 2028.
US · ◆ Neutral · 30 Oct 18:21 UTC · Trade press
US · ◆ Neutral · 30 Oct 16:59 UTC · Trade press
REGULATION & POLICY · 19
US, China · ◆ Neutral · 30 Oct 04:45 UTC · Newsroom
US · ◆ Neutral · 30 Oct 17:10 UTC · Trade press
Earlier: Bipartisan Senate permitting bill could cut eight years from energy timelines (23 October)
US, China · ◆ Neutral · 29 Oct 00:00 UTC · Trade press
A 2026 Federal Reserve study found Chinese production in Mexico accounted for about 14 points of Mexico's export gains after the 2018-19 tariffs, while direct transshipment accounted for less than 1 point.
US · ◆ Neutral · 30 Oct 18:20 UTC · Trade press
China · ◆ Neutral · 30 Oct 13:21 UTC · Trade press
China AI Dispatch reported that 12 of the 842 generative services on China's October registry offer mental-health help.
US · ◆ Neutral · 30 Oct 15:47 UTC · Trade press
Staff plan to finalise high-level strategies by January and send a draft SECY to commissioners in May, with microreactor processes due by next summer under the ADVANCE Act.
US · ◆ Neutral · 30 Oct 18:12 UTC · Trade press
Earlier: Heatmap poll found US opposition to local data centres has levelled off (27 October)
US, Brazil · ◆ Neutral · 30 Oct 01:58 UTC · Trade press
The report argues Brazil's Serra Verde is the only active producer outside Asia able to supply all four magnetic heavy rare earths.
US · ◆ Neutral · 30 Oct 00:00 UTC · Company/PR
OpenAI's roundup includes a US Government brief arguing that narrowing fair use to exclude LLM training would be inconsistent with copyright law.
Earlier: Trump administration backs OpenAI in New York Times copyright case. (3 September)
Global · ◆ Neutral · 30 Oct 09:30 UTC · Company/PR
OpenAI says it will honour a common robots.txt rule for training preferences, letting site operators set one rule for several AI providers.
US, China · ◆ Neutral · 29 Oct 00:00 UTC · Trade press
On a CFR podcast, Jim Steinberg, dean of SAIS at Johns Hopkins, called US-China AI governance cooperation 'enormously important' but said he is 'pretty skeptical' it will happen.
US · ◆ Neutral · 30 Oct 16:07 UTC · Trade press
US, China · ◆ Neutral · 30 Oct 13:55 UTC · Trade press
A CFR-Morning Consult survey from August found 41% of Americans believe tariffs mainly raise prices, while US tariffs on Chinese imports are projected to reach 35.2% by August 2026.
Western Hemisphere · ◆ Neutral · 30 Oct 12:00 UTC · Trade press
A Council on Foreign Relations collection of six reports argues the US is losing economic and technological ground to China across the region.
US · ◆ Neutral · 30 Oct 02:00 UTC · Trade press
The CFR's Future of American Strategy Initiative published six essays arguing the region matters most for energy, minerals and technology supply.
US · ◆ Neutral · 30 Oct 01:59 UTC · Trade press
The report says US officials will need to respond to AI demand for power, computing infrastructure, secure fibre and data centres over the next five to ten years.
Gulf · ◆ Neutral · 29 Oct 00:00 UTC · Trade press
The war has lasted eight months, and Iran has restricted maritime traffic through the Strait of Hormuz since the conflict began.
US · ◆ Neutral · 30 Oct 01:59 UTC · Trade press
China is now the first- or second-largest trading partner for most Western Hemisphere economies, and Argentina renewed a roughly $19 billion currency swap with China in August 2026.
US · ◆ Neutral · 29 Oct 23:49 UTC · Trade press
